Financial Adviser
· TOOWOOMBA, QLD
Jeffrey William Lemin
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000638
Jeffrey William Lemin is a financial adviser based in Toowoomba, Queensland, with 27 years of experience in the financial services industry. Jeffrey is currently authorised under Aspire Financial Consulting Pty Ltd. Jeffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner Education Program from Deakin University. Jeffrey is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce
University of Queensland
2000
Diploma of Financial Planning
Deakin University
2002
Certified Financial Planner Education Program
Deakin University
2023
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN